Tamara Marie Grochala

Employer firm

Ubs Financial Services Inc. CRD 8174

$916B regulatory AUM 18,245 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2011 → 11/2016
  Wells Fargo Advisors Llc
  Wayzata, MN
• 11/2016 → 04/2021
  Wells Fargo Clearing Services, Llc
  Wayzata, MN
• 04/2021 → Present
  Ubs Financial Services, Inc.
  Wayzata, MN

Previous Registrations

• 2011-01-03 → 2021-04-29
  Wells Fargo Clearing Services, Llc
  Wayzata, MN
  Bloomington, MN
  Minneapolis, MN
  Wayzata, MN
  Minneapolis, MN
  Bloomington, MN
• 2007-11-21 → 2011-01-03
  Wells Fargo Investments, Llc
  Wayzata, MN
  Wayzata, MN
  Bloomington, MN
  Minneapolis, MN
  Bloomington, MN

Exams

• S66 Uniform Combined State Law Examination
  2006-05-30
• S63 Uniform Securities Agent State Law Examination
  1995-05-18

Other Names

• Tamara Marie Grochala
• Tamara Marie Bollinger